Amgen (AMGN) Hisse Özeti
Amgen Inc. dünya çapında insan terapötiklerini keşfeder, geliştirir, üretir ve sunar. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 3/6 |
| Gelecekteki Büyüme | 2/6 |
| Geçmiş Performans | 4/6 |
| Finansal Sağlık | 3/6 |
| Temettüler | 5/6 |
Last Earnings Call
Q2 2026 · 4 Aug 2026Amgen reported a strong second quarter for 2026, with total revenue of $10.1 billion, a 10% year-over-year increase. The company's non-GAAP earnings per share (EPS) reached $6.29. Both metrics beat analyst consensus estimates, which were $9.43 billion for revenue and $5.60 for EPS. Management raised its full-year 2026 guidance, now projecting revenue of $38.2 billion–$39.4 billion and non-GAAP EPS of $22.30–$23.50. Performance was anchored by six key growth drivers—including Repatha, EVENITY, and TEZSPIRE—which grew 26% collectively and accounted for nearly 70% of product sales. While older products like Prolia faced pressure from biosimilar competition, Amgen emphasized its commitment to long-term growth through disciplined R&D investment, including late-stage pipeline assets like MariTide and olpasiran, and a focus on operational efficiency.
Market Reaction
Amgen’s stock rose approximately 1.2% to 3.03% in after-hours and next-day trading following the announcement. Analysts primarily cited the company's significant revenue and EPS beat, along with the upward revision of its 2026 financial guidance, as the main drivers for the positive market sentiment.
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Analyst Price Targets
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Amgen Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$417.20 |
| 52 Haftanın En Yüksek Seviyesi | US$418.40 |
| 52 Haftanın En Düşük Seviyesi | US$269.77 |
| Beta | 0.41 |
| 1 Aylık Değişim | 14.81% |
| 3 Aylık Değişim | 24.06% |
| 1 Yıllık Değişim | 46.34% |
| 3 Yıllık Değişim | 59.87% |
| 5 Yıllık Değişim | 80.55% |
| Halka arzdan bu yana değişim | 296,575.56% |
Son Haberler & Güncellemeler
AMGN: Fair Outlook Weighs Pipeline Execution Against Cybersecurity And Regulatory Risks
Amgen's updated analyst price target reflects a move higher, supported by recent upward revisions to earnings estimates and increased confidence from analysts in the company's Q2 performance and late stage pipeline catalysts, including MariTide and key cardiovascular programs. Analyst Commentary Recent Street research on Amgen shows a broadly constructive tone, with many firms lifting price targets after Q2 results while still flagging execution and timing risks around key programs such as MariTide and olpasiran.Amgen: First $10 Billion Quarter, More Growth Ahead
Summary Amgen Inc. delivered a strong Q2 results, beating revenue and EPS estimates, and raised full-year guidance by $1 billion and $0.50, respectively. Despite $7 billion in LOE headwinds, Amgen’s commercial portfolio—driven by Repatha, Uplizna, Evenity, Tezspire, and Imdelltra—continues to outperform expectations. Key pipeline catalysts, including MariTide and olpasiran phase 3 readouts, are expected in 2027–2028, with near-term pipeline news flow remaining light. AMGN’s $43.3 billion net debt limits major M&A, but in-licensing and bolt-on deals remain viable; BeOne Medicines stake offers potential balance sheet improvement. Read the full article on Seeking AlphaRecent updates
AMGN: Fair Outlook Weighs Pipeline Execution Against Cybersecurity And Regulatory Risks
Amgen's updated analyst price target reflects a move higher, supported by recent upward revisions to earnings estimates and increased confidence from analysts in the company's Q2 performance and late stage pipeline catalysts, including MariTide and key cardiovascular programs. Analyst Commentary Recent Street research on Amgen shows a broadly constructive tone, with many firms lifting price targets after Q2 results while still flagging execution and timing risks around key programs such as MariTide and olpasiran.Amgen: First $10 Billion Quarter, More Growth Ahead
Summary Amgen Inc. delivered a strong Q2 results, beating revenue and EPS estimates, and raised full-year guidance by $1 billion and $0.50, respectively. Despite $7 billion in LOE headwinds, Amgen’s commercial portfolio—driven by Repatha, Uplizna, Evenity, Tezspire, and Imdelltra—continues to outperform expectations. Key pipeline catalysts, including MariTide and olpasiran phase 3 readouts, are expected in 2027–2028, with near-term pipeline news flow remaining light. AMGN’s $43.3 billion net debt limits major M&A, but in-licensing and bolt-on deals remain viable; BeOne Medicines stake offers potential balance sheet improvement. Read the full article on Seeking Alpha
A transitional big-pharma giant holding a speculative premium driven by obesity hype, masking severe revenue erosion.
The "Amgen 2027 Bull Case" relies on a classic top-line fallacy: assuming that macro obesity market growth and FDA's CNPV (Commissioner’s National Priority Voucher) tailwinds will automatically trigger a re-rating. Here is the cold, data-driven reality: 1.
AMGN: IRS Dispute And Regulatory Setbacks Will Pressure Future Returns
Amgen's updated analyst price target now reflects a fair value estimate of $252.61. Analysts point to refined revenue and margin assumptions, a slightly higher discount rate, and sector-level research that highlights both supportive biotech conditions and company-specific model updates following recent earnings and regulatory disclosures.AMGN: IRS Dispute And Tax Overhang Will Pressure Future Returns
Narrative Update on Amgen Analysts have adjusted Amgen's fair value estimate by about $1 to $244.55 as they balance a lower discount rate and slightly higher projected profit margins against more cautious revenue growth assumptions and recent shifts in Street price targets tied to the ramp of Uplizna and ongoing IRS dispute commentary. Analyst Commentary Recent Street research on Amgen has been mixed, with some firms raising price targets around the launch of Uplizna in generalized myasthenia gravis and others trimming targets as they factor in tax uncertainty and differing views on long term growth drivers.AMGN: Fair Outlook Balances Rare Disease Potential With Expanded Manufacturing Investment
Amgen's fair value estimate has shifted modestly higher to about $352 per share, up from roughly $350. This reflects analysts' mixed price target revisions around $427 and updated expectations for rare disease and other growth drivers.AMGN: Fair Outlook Weighs Pipeline Execution Against Expanded Manufacturing Commitments
Analysts have nudged the Amgen price target slightly lower to about $350. This reflects a modest increase in the discount rate, slightly softer revenue growth assumptions and a small reduction in the future P/E multiple, partly offset by a higher projected profit margin and a mix of recent upgrades, downgrades and price target revisions across the Street.AMGN: Recent Rally And Trial Uncertainty Will Pressure Future Returns
Amgen's fair value estimate has moved from about $230.89 to $243.49 as analysts factor in a series of higher price targets from firms across the Street, balanced by several neutral initiations. These initiations point to solid fundamentals but mixed views on potential upside from this level.
AMGN: Diversified Autoimmune And Cardiovascular Pipeline Will Support Future Cash Generation
Analysts have lifted Amgen's average price target, with changes such as the recent $10, $17, $6, $10 and $15 upward revisions reflecting updated views on its pipeline progress, commercial execution, and refreshed financial models. Analyst Commentary Recent Street research on Amgen shows a cluster of higher price targets and fresh coverage that centers on its pipeline, commercial performance, and updated financial models.AMGN: Obesity And Cardiovascular Pipeline Will Support Future Cash Generation
Analysts kept the $432 price target for Amgen steady, reflecting a balance between recent target increases tied to pipeline and commercial updates, and newer Hold and Equal Weight initiations that describe the shares as fairly valued after a strong run. Analyst Commentary Recent research on Amgen shows a mix of optimism and caution around valuation, with bullish analysts highlighting commercial execution and the expanding pipeline, while newer initiations frame the shares as fairly valued after a strong move higher.AMGN: Fair Outlook Balances Patent Expiries With Late Stage Pipeline Potential
The Analyst Price Target for Amgen has been updated from $327.74 to $350.03 as analysts factor in recent price target increases tied to stronger near term commercial execution, added value from key Phase 3 pipeline assets, and a shift toward discounted cash flow based models that emphasize improved margin assumptions and a slightly lower discount rate. Analyst Commentary Recent Street commentary around Amgen reflects a mix of optimism about the current execution and pipeline, alongside ongoing debate about valuation, product risks, and long term earnings durability.AMGN: Obesity And Cardiovascular Pipeline Will Drive Future Cash Generation
The analyst price target for Amgen in this narrative has moved to $432. Analysts point to updated DCF assumptions, slightly lower revenue growth and profit margin inputs, and a modestly higher future P/E multiple supported by recent price target increases across the Street and ongoing confidence in the pipeline and guidance.AMGN: Long Patent Expiries And Heavier Spending Will Pressure Future Earnings
Analysts have lifted their price targets on Amgen by about $12 to reflect updated views on fair value, profitability, and future P/E assumptions, while also factoring in a higher discount rate and lower projected revenue growth. Analyst Commentary Recent research on Amgen points to a split view, with several firms lifting price targets while others are turning more cautious.Amgen (NASDAQ:AMGN) Is Increasing Its Dividend To $2.52
Amgen Inc.'s ( NASDAQ:AMGN ) dividend will be increasing from last year's payment of the same period to $2.52 on 6th of...AMGN: Obesity And Cardiovascular Pipeline Will Shape Long-Term Cash Generation
Analysts have nudged their Amgen price targets higher by about $10 to $20, citing a shift toward discounted cash flow analysis, steady execution in legacy products, and increased confidence in the obesity and cardiovascular pipeline. Analyst Commentary Recent research on Amgen highlights a wide range of opinions, but there is a clear cluster of bullish analysts who are leaning into higher price targets and more constructive ratings.Amgen's (NASDAQ:AMGN) Shareholders Will Receive A Bigger Dividend Than Last Year
Amgen Inc. ( NASDAQ:AMGN ) has announced that it will be increasing its dividend from last year's comparable payment on...AMGN: Obesity And Cardiovascular Pipeline Will Support Long-Term Upside Potential
Analysts have raised their price targets on Amgen into a higher range, with moves such as BofA's shift to a discounted cash flow approach and UBS's upgraded view on earnings and pipeline potential, even as others highlight upcoming patent expiries and spending needs that temper expectations. Analyst Commentary Recent research on Amgen shows a mix of cautious and constructive views, but the price target moves cluster in a higher range, with several firms now anchoring their models around pipeline contributions and cash flow potential alongside the existing portfolio.Amgen (NASDAQ:AMGN) Is Increasing Its Dividend To $2.52
Amgen Inc. ( NASDAQ:AMGN ) will increase its dividend from last year's comparable payment on the 6th of March to $2.52...AMGN: Patent Expiries And New Drug Launches Will Shape Future Performance
Analysts nudged their fair value estimate for Amgen higher to about $328 per share, up from roughly $323. This reflects slightly firmer revenue expectations and a higher assumed future P/E, balanced against more conservative profit margin assumptions and mixed Street views that highlight both the stability of the core business and uncertainty around patent expiries and new launches.AMGN: Margin Expansion And Pipeline Progress Will Drive Long-Term Upside Potential
Analysts have nudged their fair value estimate for Amgen higher to approximately $425 from about $405, reflecting a more constructive view on the company as a defensive large cap biotech with improving margin potential and an innovation pipeline that, while still facing patent expiry and execution risks, is increasingly seen as capable of supporting long term earnings power. Analyst Commentary Recent Street research on Amgen highlights a balanced but gradually improving sentiment backdrop, with a growing cohort of bullish analysts positioning the company as a core large cap biotech holding.AMGN: Future Pipeline Progress And Revenue Diversification Will Shape Performance
Amgen's analyst price target has been raised modestly to $322.88, with analysts citing stable revenue, recent guidance increases, and optimism around its pipeline despite ongoing challenges related to patent expiries. Analyst Commentary Recent Street research provides a nuanced view of Amgen’s valuation, outlook, and potential risk factors, with opinions split between those optimistic about its growth trajectory and those concerned about near-term challenges.AMGN: Future Pipeline Progress And Profit Margins Will Guide Near-Term Performance
Amgen's fair value target has increased by approximately $7 to $318.51, as analysts highlight robust profit margin improvement and sustained pipeline progress in their latest updates. Analyst Commentary Recent updates from Wall Street reveal a mix of optimism and caution surrounding Amgen’s outlook.Statutory Profit Doesn't Reflect How Good Amgen's (NASDAQ:AMGN) Earnings Are
Even though Amgen Inc. ( NASDAQ:AMGN ) posted strong earnings, investors appeared to be underwhelmed. We have done some...Hissedar Getirileri
| AMGN | US Biotechs | US Pazar | |
|---|---|---|---|
| 7D | 10.1% | 5.4% | 2.2% |
| 1Y | 46.3% | 41.1% | 20.9% |
Getiri vs. Endüstri: AMGN geçen yıl % 41.1 oranında getiri sağlayan US Biotechs sektörünü aştı.
Getiri vs Piyasa: AMGN geçen yıl % 20.9 oranında getiri sağlayan US Piyasasını aştı.
Fiyat Oynaklığı
| AMGN volatility | |
|---|---|
| AMGN Average Weekly Movement | 3.8% |
| Biotechs Industry Average Movement | 10.1% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
İstikrarlı Hisse Senedi Fiyatı: AMGN son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: AMGN 'nin haftalık oynaklığı ( 4% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1980 | 31,500 | Bob Bradway | www.amgen.com |
Amgen Inc. dünya çapında insan terapötiklerini keşfeder, geliştirir, üretir ve sunar. Şirketin başlıca ürünleri arasında romatoid artrit, plak psoriasis ve psoriatik artrit tedavisi için Enbrel; plak psoriasis, psoriatik artrit ve Behçet hastalığı ile ilişkili oral ülserleri olan yetişkin hastaların tedavisi için Otezla; osteoporozlu postmenopozal kadınları tedavi etmek için Prolia; iskeletle ilgili olayları önlemek için XGEVA; miyokard enfarktüsü, inme ve koroner revaskülarizasyon risklerini azaltan Repatha bulunmaktadır; İmmün trombositopenisi olan hastaların tedavisi için Nplate; nükseden veya refrakter multipl miyelomlu hastaları tedavi etmek için KYPROLIS; normalden düşük kırmızı kan hücresi sayısı ve anemiyi tedavi etmek için Aranesp; menopoz sonrası kadınlarda osteoporoz tedavisi için EVENITY; Vahşi tip RAS metastatik kolorektal kanserli hastaları tedavi etmek için Vectibix; akut lenfoblastik lösemili hastaların tedavisi için BLINCYTO; tiroid göz hastalığını tedavi etmek için TEPEZZA; ve kronik refrakter gut tedavisi için KRYSTEXXA. Ayrıca PROLIA, REPATHA, OTEZLA, ENBREL, EVENITY, XGEVA, TEPEZZA, BLINCYTO, NPLATE, TEZSPIRE, KYPROLIS, ARANESP, KRYSTEXXA VE VECTIBIX dahil olmak üzere diğer ürünleri de pazarlamaktadır, MVASI, PAVBLU, UPLIZNA, IMDELLTRA/IMDYLLTRA, AMJEVITA/AMGEVITA, TAVNEOS, NEULASTA, LUMAKRAS/LUMYKRAS, RAVICTI, PARSABIV, AIMOVIG, WEZLANA/WEZENLA VE PROCYSBI.
Amgen Inc. Temel Bilgiler Özeti
| AMGN temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$222.17b |
| Kazançlar(TTM) | US$8.74b |
| Gelir(TTM) | US$38.10b |
AMGN aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| AMGN gelir tablosu (TTM) | |
|---|---|
| Gelir | US$38.10b |
| Gelir Maliyeti | US$10.71b |
| Brüt Kâr | US$27.39b |
| Diğer Giderler | US$18.64b |
| Kazançlar | US$8.74b |
Son Raporlanan Kazançlar
Jun 30, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 16.17 |
| Brüt Marj | 71.89% |
| Net Kâr Marjı | 22.95% |
| Borç/Özkaynak Oranı | 490.3% |
AMGN uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünTemettüler
AMGN güvenilir bir temettü ödüyor mu?
AMGN temettü geçmişine ve kıyaslamalara bakın| Amgen temettü tari̇hleri̇ | |
|---|---|
| Eski Temettü Tarihi | Aug 21 2026 |
| Temettü Ödeme Tarihi | Sep 11 2026 |
| Eski temettüye kadar geçen günler | 9 days |
| Temettü ödeme tarihine kadar geçen günler | 30 days |
AMGN güvenilir bir temettü ödüyor mu?
AMGN temettü geçmişine ve kıyaslamalara bakınŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/08/10 19:42 |
| Gün Sonu Hisse Fiyatı | 2026/08/10 00:00 |
| Kazançlar | 2026/06/30 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
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| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Amgen Inc. 61 Bu analistlerden 31, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| David Toung | Argus Research Company |
| Brian Skorney | Baird |
| Emily Field | Barclays |